Zoho One
All Zoho apps under one subscription, with one admin console for users and permissions.
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Bigin implementation: a simple CRM for a small team
Operion is a Zoho partner and sets up Bigin by Zoho for small SME teams that want to move from loose lists and emails to a proper customer record. We also tell you honestly when your team is bigger than Bigin can handle.
What it does
What Bigin does
Bigin is a light CRM from Zoho. You keep contacts, companies and deals in a pipeline, plan tasks and appointments, and see per customer what has been discussed. The set-up is deliberately simple, so your team uses it without long training.
You get in touch from within the program, by email and phone, and you can gather messages from different channels on a contact. What exactly is included depends on the edition you choose.
Who it is for
Who Bigin suits
It suits small SME teams, freelancers with staff and companies that now work in spreadsheets and mailboxes. A single sales pipeline is enough for them and they mainly want an overview.
A company outgrows Bigin once you need several pipelines and departments, extensive permissions, reports across many sources or your own ways of working to record. Then it pays to move to Zoho CRM. See below.
Set-up
Choices in the set-up
These are the choices we make with you during the intake:
Pipeline
The steps from first contact to a won deal, in the words of your team.
Bringing data over
Which lists from spreadsheets or mail come along and how we prevent duplicate contacts.
Fields
Which details you keep per contact and deal, and which you do not need.
Tasks and follow-up
How a contact without action gets a reminder.
Users
Who may see what and who manages the set-up.
Connections
Connections that matter
Bigin works together with Zoho Mail and can use a form from Zoho Forms or from your website as a source of new contacts. For invoicing we look at which accounting you use and what is available as standard.
Which connections with your programs are possible, we check in the intake.
More about connections with your ERP, WMS and webshop is on integration.
With other apps
Works with the other Zoho apps
Zoho CRM
CRM for pipeline, quotes and customer contact.
See Zoho CRMZoho Mail
Business email, calendar and contacts on your own domain.
See Zoho MailZoho Forms
Online forms whose answers land straight in your systems.
See Zoho FormsGood to know
When you move to Zoho CRM
Zoho CRM is the more extensive option. It fits once you want several pipelines, extensive automation, reports across several sources or your own structure for the data.
Moving from Bigin to Zoho CRM is a well-known path. Which data and settings can come along, we discuss in the intake. If you want to start with Zoho CRM right away, that is possible without a detour.
Licences
Licences and pricing
The licences and current prices of Zoho Bigin are on the Zoho pricing page. During the intake we decide which plan fits you.
Questions
Frequently asked questions
When is Bigin no longer enough?
When you have several pipelines or departments, need extensive permissions or want reports across many sources. Zoho CRM fits better then. In the intake we tell you honestly which of the two suits you.
Can I move from Bigin to Zoho CRM later?
Yes, that is a well-known path. Which data and settings can come along, we discuss in the intake.
Can Bigin use my mailbox?
Bigin works with Zoho Mail and with other mail environments. Which functions you get depends on the combination. We check that in the intake.
Is Bigin part of Zoho One?
Yes, Bigin is one of the apps in Zoho One. You can also take it on its own.
What happens after go-live?
After go-live you get four weeks of aftercare. After that, you can reach us on working days from 08:30 to 17:00 and we respond within 24 hours.
From loose lists to one customer overview?
Tell us how many people follow up customers and how that works today. We will tell you whether Bigin is enough or whether Zoho CRM fits better.